-36.3%
PAR price history and return analytics
+69.7%
-106.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.9% | +6.8% |
| 7D | +16.3% | -2.3% | +18.6% | +19.6% |
| 30D | +39.0% | -5.0% | +44.0% | +48.3% |
| 3M | +20.0% | -4.9% | +24.9% | +27.9% |
| 6M | +48.4% | -1.5% | +49.9% | +49.1% |
| YTD | -43.4% | +8.5% | -51.8% | -51.2% |
| 1Y | -38.0% | +11.4% | -49.4% | -48.8% |
| 3Y | -36.3% | +70.1% | -106.4% | -81.2% |
| All | -36.3% | +69.7% | -106.0% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling